World News by Wild Rose

A rally in oil prices rippled through global markets, sending stocks lower and whipsawing bonds on worries that higher energy costs will fuel inflation and force the Federal Reserve to boost rates. Cam Dawson, CIO at NewEdge Wealth, discusses market choppiness. (Source: Bloomberg)

Rick Rieder, CIO of global fixed income at BlackRock, says the front end of the yield curve is “still very attractive,” and discusses the state of the US economy and why he is positioned for a hawkish Federal Reserve. (Source: Bloomberg)

Federal Reserve Governor Christopher Waller said further interest-rate hikes will likely be needed to slow inflation. Speaking at an event organized by Turkey's central bank in Istanbul, Waller said he anticipates "additional hikes to support a timelier return to inflation" to the 2% goal. (Source: TCMB Istanbul Economic Forum)

The Federal Reserve said on Wednesday that the US participation with Japan in intervening to support the Japanese yen in late July was a Treasury Department move, and that its own funds weren’t involved.

A record-breaking run in stocks hit a wall as higher oil prices lifted bond yields, stoking concerns that potential inflationary pressures could trigger Federal Reserve rate hikes. Chuck Clough, Chairman at Clough Capital, discusses what he's seeing in current markets and whether we're facing an AI bubble. (Source: Bloomberg)

Mark Cabana, co-head of global rates strategy at BofA Securities, says markets and economies around the world are starting to see the bite of higher rates and that the Federal Reserve needs to keep hikes on the table. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

We all know that US Treasury yields have been surging, alongside bond yields all around the world. So what explains the selloff and does this mean that bonds are becoming fundamentally riskier? What happens if investors can no longer hedge stocks with government debt? And how do expectations of the Federal Reserve’s “reaction function” fit in? In this episode, we speak with Carolin Pflueger, associate professor at the University of Chicago and a resident scholar at the Chicago Fed, about her wor

Gold edged up after its biggest weekly drop since June, as traders weighed the impact of a slowdown in the US jobs market and higher bond yields on the Federal Reserve’s path for interest rates.

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Chris Phelan CEA Chairman, Robert Reich, Former US Labor Secretary, Alex Straton, Morgan Stanley Equity Research Managing Director, Gary Marcus, Robust AI Inc. CEO&Founder, Veronica Willis is an Investment Strategy Analyst, Dr Cecilia Elena Rouse, The President of Brookings Institution, Atsi Sheth, Moody’s Chief Credit Officer, Brendan McKenna, Societe Generale Emerging Markets Strategist (Source: Bloomberg)

Neil Dutta of Renaissance Macro Research says an October interest rate hike by the Federal Reserve may be on life support, but that could change with one bad inflation report. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

US stock-index futures moved higher on Friday as investors prepared for the monthly employment report for clues on the Federal Reserve’s path ahead.

Veronica Clark, US economist at Citi, sees the Federal Reserve becoming “increasingly divided” on raising interest rates and says the labor market “definitely has been more stable than we were expecting.” (Source: Bloomberg)

A selloff in global debt has fueled a rout that’s hitting harder and faster in France than anyone expected, with nerves fraying about missed deficit targets and policy gridlock. The US jobs report is set be a macro highlight at a time when resilient data are supporting riskier assets while giving the Federal Reserve room to tighten policy to fight inflation. Economists estimate the reading will show nonfarm payrolls rose 90,000 last month after climbing in August by the most since March. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)

Gold held a modest gain as US bond yields softened and Federal Reserve officials signaled they needed more time to weigh their next move on interest rates, even as a possible escalation in the Middle East kept energy costs elevated.

"I don’t currently see an urgent need for further action," Federal Reserve Vice Chair for Supervision Michelle Bowman says after being asked about the future of monetary policy during an event hosted by the Atlantic Council in Washington. (Source: Bloomberg)

Federal Reserve Vice Chairman Philip Jefferson said it may take more time before policymakers can judge whether further interest-rate increases are needed to slow inflation during an event at the University of Virginia. (Source: Bloomberg)

Federal Reserve Bank of Kansas City President Jeff Schmid says the Fed hasn't fulfilled its promise on the inflation side of its mandate at the Richmond Fed's Investing in Rural America conference. (Source: Bloomberg)

Federal Reserve Bank of Minneapolis President Neel Kashkari sees the US economy growing and is surprised by its resilience “in the face of tariffs and the conflict in Iran." He says on “Bloomberg Surveillance” that the central bank “will do what we need to do to get inflation back down to our target.” (Source: Bloomberg)

President Donald Trump said former Federal Reserve Chair Jerome Powell “should be forced to resign” from the Fed’s Board of Governors over findings the central bank mismanaged the renovation of its headquarters. Rachel Schilke of Bloomberg Government has more. (Source: Bloomberg)

The market is acting in ways that make it very hard to get a handle on what exactly is going on right now. The overall indices are surging, while many individual stocks are doing badly. Rates are rising, but the economy is still robust. There’s capex spending and the AI trade. There’s the war in Iran. And of course there’s persistent inflation and the Federal Reserve’s ongoing tightening cycle. On this episode, we speak with our former Bloomberg News colleague Luke Kawa, who is now head of marke

Gold opened the month steady as softer inflation data lowered bets the Federal Reserve will raise interest rates at its next meeting, while high bond yields left the door open to renewed selling.

The Federal Reserve's watchdog on Wednesday found no grounds for a criminal referral over a roughly $1 billion cost overrun on renovations to the central bank's Washington buildings, while faulting project oversight. The findings prompted President Donald Trump to renew his call for former Fed chief Jerome Powell to resign.

Em um dia de alívio global no mercado financeiro, o dólar caiu cerca de 1%, encerrando setembro com pequena baixa. A bolsa avançou quase 1,5% no pregão e acumulou alta de pouco mais de 5% no mês. Os mercados reagiram principalmente a dados de inflação dos Estados Unidos abaixo das expectativas, que reduziram a pressão por novas altas de juros pelo Federal Reserve. No Brasil, o cenário eleitoral e a formação da taxa de câmbio de fim de mês também influenciaram os negócios. O petróleo fechou em alta, com as tensões no Oriente Médio ainda no radar dos investidores. Números do dia Dólar à vista: R$ 5,174 (-0,76%); Dólar em setembro: -0,15% Ibovespa: 186.340,46 pontos (+1,37%); Ibovespa em setembro: +5,03%; Petróleo tipo Brent: US$ 98,03 (+1,94%); Petróleo tipo WTI: US$ 90,42 (+1,16%); Dólar em queda Notícias relacionadas:União Europeia sinaliza retomada de compras de frango e mel do Brasil.Termina nesta quarta prazo para pedir dinheiro do fundo PIS/Pasep.Contas públicas têm déficit de R$ 10 bilhões em agosto.O dólar comercial encerrou o pregão em queda de 0,76%, a R$ 5,174. Durante a sessão, a moeda chegou à mínima de R$ 5,164, recuo de 0,95%, por volta das 9h50. No acumulado de setembro, o dólar registrou baixa de 0,15%. No terceiro trimestre, porém, avançou 0,23%. Em 2026, a moeda acumula queda de 5,75%. Inflação estadunidense O principal fator externo para o comportamento do câmbio foi a divulgação dos dados de inflação dos Estados Unidos. O núcleo do índice de preços de gastos com consumo (PCE), que exclui alimentos e energia, subiu 0,2% em agosto. A expectativa era de alta de 0,3%. O PCE cheio avançou 0,3% no mês, abaixo da projeção de 0,4%. Os dados reduziram as apostas em uma nova elevação dos juros estadunidenses em outubro e pressionaram os rendimentos dos títulos do Tesouro dos Estados Unidos. No mercado brasileiro, o real teve desempenho positivo entre as principais moedas latino-americanas, em um ambiente de maior procura por ativos locais. O cenário eleitoral também permaneceu no radar dos investidores, sem que os dados de pesquisas fossem determinantes para a análise do pregão. Bolsa avança O Ibovespa subiu 1,37% nesta quarta-feira, aos 186.340,46 pontos. O índice chegou a 187.834,97 pontos na máxima e marcou 183.879,71 pontos na mínima. Com o resultado, a bolsa brasileira acumulou alta de 5,03% em setembro. No terceiro trimestre, o avanço foi de 8,32%. Em 2026, o Ibovespa acumula valorização de 15,65%. O movimento foi impulsionado principalmente pelas ações de bancos e por setores ligados à atividade doméstica. O ambiente externo também favoreceu os ativos de risco depois que os dados de inflação dos Estados Unidos vieram abaixo das expectativas. O fluxo de capital estrangeiro ajudou a sustentar o desempenho da bolsa ao longo do mês. Segundo dados da B3, até 28 de setembro, houve entrada líquida de R$ 9,569 bilhões de investidores estrangeiros no mercado acionário brasileiro. No ano, o saldo acumulado é positivo em quase R$ 29 bilhões. Em agosto, os investidores estrangeiros haviam retirado R$ 18,1 bilhões da bolsa. Em julho, o saldo havia sido positivo em R$ 4,3 bilhões, considerando ações listadas e ofertas de papéis. Petróleo sobe Os contratos futuros de petróleo encerraram a quarta-feira em alta, com as tensões no Oriente Médio mantendo-se elevadas e o mercado acompanhando a situação no Estreito de Ormuz. Na Intercontinental Exchange (ICE), em Londres, o Brent para dezembro subiu 1,94%, ou US$ 1,87, para US$ 98,03 por barril. O petróleo WTI para novembro, negociado na New York Mercantile Exchange (Nymex), avançou 1,16%, ou US$ 1,04, para US$ 90,42 por barril. Em setembro, o WTI acumulou alta próxima de 6%, enquanto o Brent avançou cerca de 7%. O mercado também acompanha possíveis restrições às exportações de diesel pelos Estados Unidos e a extensão, pela Rússia, da proibição de exportação do combustível até o fim de outubro. No Oriente Médio, o Centro de Operações de Comércio Marítimo do Reino Unido informou que um navio-tanque foi atingido por um projétil de origem desconhecida no Estreito de Ormuz. O episódio está sob investigação. Apesar das tensões geopolíticas, as exportações de petróleo do Oriente Médio estão se recuperando, à medida que grandes produtores ampliaram o fornecimento por rotas alternativas ao Estreito de Ormuz. Nos Estados Unidos, os estoques de petróleo subiram de forma inesperada na semana passada, enquanto os estoques de gasolina registraram forte queda, segundo dados do Departamento de Energia americano. * com informações da Reuters

Betsey Stevenson said the Inspector General’s report finding no criminal wrongdoing in the Fed renovations confirms what many already suspected: the investigation was about a president pushing against the Federal Reserve’s independence. She argued Jerome Powell respected the institution’s need to stay separate from presidential influence because the Fed’s job is to keep prices stable and employment at maximum sustainable levels. She speaks with Romaine Bostick & Emily Graffeo on "The Close." (Source: Bloomberg)

The renovation costs became a focus of Trump’s pressure campaign against former Federal Reserve Chair Jerome Powell.

Rufaro Chiriseri, head of fixed income for Europe at RBC Wealth Management, discusses the outlook for Treasury yields and Federal Reserve policy. "6% on the on the 30-year is not a level that seems to be wildly out of any possibility," Chiriseri tells Bloomberg Television. "We still expect that yields could still continue to trend higher from here." (Source: Bloomberg)

Bloomberg MLIV strategist Mark Cranfield warns 10-year Treasury yields could climb to 6% as Federal Reserve policy, elevated oil prices, and geopolitical tensions maintain upward pressure. (Source: Bloomberg)

The dollar is wrapping up its best month since June as the Federal Reserve’s renewed focus on taming inflation pushed interest-rate expectations and US bond yields higher.

Federal Reserve Governor Michael Barr repeated a warning that further interest-rate increases will likely be needed to slow inflation in a timely fashion. Barr said the Fed wants “to support sustainable, durable growth in support of maximum employment, and price stability is crucial to that” in remarks Tuesday at an event in Detroit. (Source: Bloomberg)

Federal Reserve Governor Michael Barr on Tuesday repeated a warning that further interest-rate increases will likely be needed to slow inflation.